# Waverly Opportunity Fund I, LP — Form D/A

Waverly Opportunity Fund I, LP of BIRMINGHAM, AL, a pooled investment fund, filed a Form D amendment with the SEC on 2024-03-25. $63.6M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-03-25
- Form: D/A
- Accession: 0001398344-24-006311
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $63.6M
- Minimum investment: $250K
- Investors: 87
- Date of first sale: 2016-02-01
- Security types: fund interests
- SEC file number: 021-257063

## Issuer

- Name: Waverly Opportunity Fund I, LP
- CIK: 0001666340
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2015
- Address: 600 UNIVERSITY PARK PL, BIRMINGHAM, AL, 35205
- Phone: 205-871-3334

## Officers, directors & promoters (3)

| Name | Role | Location |
| --- | --- | --- |
| Scott E Craig | Executive Officer | Atlanta, GA |
| n/a BT Wealth Management, LLC | Executive Officer | Atlanta, GA |
| n/a BT Funds Group, LLC | Executive Officer | Atlanta, GA |

## Other filings by this issuer (7)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-10-17](https://search.stillhousedata.com/formd/0001398344-24-018950) | D/A | — | $63.6M |
| [2022-03-18](https://search.stillhousedata.com/formd/0001398344-22-006032) | D/A | — | $98.5M |
| [2021-03-18](https://search.stillhousedata.com/formd/0001398344-21-006741) | D/A | — | $94.5M |
| [2020-03-18](https://search.stillhousedata.com/formd/0001398344-20-006222) | D/A | — | $103.0M |
| [2019-01-17](https://search.stillhousedata.com/formd/0001474506-19-000013) | D/A | — | $87.1M |
| [2017-11-08](https://search.stillhousedata.com/formd/0001666340-17-000003) | D/A | — | $55.2M |
| [2016-02-09](https://search.stillhousedata.com/formd/0001666340-16-000001) | D | — | $3.1M |

## More

- [CIK 1666340 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1666340&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001398344-24-006311.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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